NFC
BKMI

Northstar Financial Companies’s BNY Mellon Municipal Intermediate ETF BKMI Stock Holding History

Northstar Financial Companies’s Portfolio BKMI Stock Details BKMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,163
Closed -$317K – 124
2026
Q1 		$317K Buy
+12,163
New +$323K 0.25% 81

Other funds holding BKMI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $1.1B AUM 28.81% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Northstar Financial Companies's BKMI Position: Q2 2026 in Review

Northstar Financial Companies sold out of BNY Mellon Municipal Intermediate ETF (BKMI) in Q2 2026, closing a stake of 12,163 shares — an estimated $317K sold.

Northstar Financial Companies first reported a position in BKMI in Q1 2026 and held it in 1 quarter. The position peaked at $317K in Q1 2026. 34 funds tracked by Wall St. Rank hold BKMI as of Q2 2026.

  • Northstar Financial Companies reported no remaining BNY Mellon Municipal Intermediate ETF position as of Q2 2026 after selling out during the quarter.
  • Northstar Financial Companies sold 12,163 BNY Mellon Municipal Intermediate ETF shares in Q2 2026, an estimated $317K.
  • Northstar Financial Companies first reported a position in BNY Mellon Municipal Intermediate ETF in Q1 2026 and held it in 1 quarter.
  • Northstar Financial Companies's BNY Mellon Municipal Intermediate ETF position peaked at $317K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held BNY Mellon Municipal Intermediate ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.